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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

RETIREMENT RESEARCHER, LLC

CRD 297379

TYSONS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a9370ad-023e-91e2-5b4f-00847cf43a85

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Jul 19, 2018 to Mar 9, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-113858
CRD: 297379
Filings on the tape: 37
First filed: Jul 19, 2018
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, VA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRENCH, ROBERT, TIMOTHY	Trustee	F	yes	03/2016	Aug 18, 2020	Mar 5, 2024
French, Virginia, Ting-Shu	Trustee	F	yes	03/2016	Aug 26, 2020	Mar 5, 2024
FRIEDMAN, PAULA, BONNIE	Member	B	yes	03/2018	Jul 19, 2018	Mar 5, 2024
MURGUIA, ALEJANDRO	MEMBER AND CHIEF COMPLIANCE OFFICER	B	yes	03/2018	Jul 19, 2018	Mar 5, 2024
UMEMOTO, DEAN, TAKAYUKI	Member	B	yes	03/2018	Jul 19, 2018	Mar 5, 2024
PFAU, WADE	Member	B	no	03/2018	Jul 19, 2018	Mar 5, 2024
REVOCABLE TRUST OF ROBERT T FRENCH	Member	B	no	08/2020	Aug 18, 2020	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MCLEAN ASSET MANAGEMENT CORPORATION	n/a	Independent wealth	$994M	N	yes	n/a
MCLEAN INSURANCE SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$0	$0	2	2	1	n/a	n/a
2024	Apr 16, 2025	$0	$0	2	2	1	n/a	n/a
2023	Mar 5, 2024	n/a	n/a	3	3	2	n/a	n/a
2022	Mar 6, 2023	n/a	n/a	3	3	2	n/a	n/a
2021	Mar 4, 2022	n/a	n/a	3	3	2	n/a	n/a
2020	Feb 5, 2021	n/a	n/a	3	3	2	n/a	n/a
2019	Mar 19, 2020	n/a	n/a	1	1	0	n/a	n/a
2018	Mar 22, 2019	n/a	n/a	1	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	2	2	1	1

Relationships

Affiliated with (2)

← MCLEAN ASSET MANAGEMENT CORP.Registered adviserother investment adviser, common control
factForm ADV
→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← ALEJANDRO MURGUIAAdvisorregistration: previous registration
Oct 9, 2018 to Dec 31, 2018factForm ADV
← WADE DONALD PFAUAdvisorregistration: previous registration
Sep 10, 2018 to Dec 31, 2018factForm ADV
← ROBERT TIMOTHY FRENCHAdvisorregistration: previous registration
Sep 1, 2020 to Dec 31, 2024factForm ADV

Controls (5)

← MURGUIA, ALEJANDROOwnerMEMBER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Jul 19, 2018 to Mar 5, 2024factForm ADV
← FRENCH, ROBERT, TIMOTHYOwnerTRUSTEE, ownership code F, individual
Aug 18, 2020 to Mar 5, 2024factForm ADV
← FRIEDMAN, PAULA, BONNIEOwnerMEMBER, ownership code B, individual
Jul 19, 2018 to Mar 5, 2024factForm ADV
← UMEMOTO, DEAN, TAKAYUKIOwnerMEMBER, ownership code B, individual
Jul 19, 2018 to Mar 5, 2024factForm ADV
← French, Virginia, Ting-ShuOwnerTRUSTEE, ownership code F, individual
Aug 26, 2020 to Mar 5, 2024factForm ADV

Owns (2)

← PFAU, WADEOwnerMEMBER, ownership code B, individual
Jul 19, 2018 to Mar 5, 2024factForm ADV
← REVOCABLE TRUST OF ROBERT T FRENCHOwnerMEMBER, ownership code B, domestic entity
Aug 18, 2020 to Mar 5, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Robert Timothy French left Retirement Researcher, Llc for Parkwoods Wealth Partners, Llc (registered 2025-03-25)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2020
Control person joined
Ting-Shu Virginia French (Trustee) appeared on Schedule A of Retirement Researcher, Llc
Form ADVobserved 6 days ago
Occurred
Aug 18, 2020
Control person joined
Timothy Robert French (Owner) appeared on Schedule A of Retirement Researcher, Llc
Form ADVobserved 6 days ago
Occurred
Jul 19, 2018
First Form ADV filing
Retirement Researcher, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a9370ad-023e-91e2-5b4f-00847cf43a85
First observed: Jul 19, 2018
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RETIREMENT RESEARCHER, LLC

CRD 297379

TYSONS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9a9370ad-023e-91e2-5b4f-00847cf43a85

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRENCH, ROBERT, TIMOTHY

Trustee

yes

03/2016

Aug 18, 2020

Mar 5, 2024

French, Virginia, Ting-Shu

Trustee

yes

03/2016

Aug 26, 2020

Mar 5, 2024

FRIEDMAN, PAULA, BONNIE

Member

yes

03/2018

Jul 19, 2018

Mar 5, 2024

MURGUIA, ALEJANDRO

MEMBER AND CHIEF COMPLIANCE OFFICER

yes

03/2018

Jul 19, 2018

Mar 5, 2024

UMEMOTO, DEAN, TAKAYUKI

Member

yes

03/2018

Jul 19, 2018

Mar 5, 2024

PFAU, WADE

Member

03/2018

Jul 19, 2018

Mar 5, 2024

REVOCABLE TRUST OF ROBERT T FRENCH

Member

08/2020

Aug 18, 2020

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MCLEAN ASSET MANAGEMENT CORPORATION

n/a

Independent wealth

$994M

yes

n/a

MCLEAN INSURANCE SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

n/a

2024

Apr 16, 2025

n/a

2023

Mar 5, 2024

n/a

2022

Mar 6, 2023

n/a

2021

Mar 4, 2022

n/a

2020

Feb 5, 2021

n/a

2019

Mar 19, 2020

n/a

2018

Mar 22, 2019

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a